Managing Staff

• How to View the Staff Data Entry Summary
• Exporting Client Assignments
• Exporting Staff Data
• Viewing the Staff Activity Log
• Managing Staff in SureImpact - Overview
• Adding a User with the “Staff with Assigned Clients” Role
• Adding a User with the “Staff with All Clients” Role
• Adding a User with the “Manager” Role
• Adding a User with the “Administrator” Role
• Adding a User with the “Analytics User” Role
• Assigning a “Staff with Clients” User to a Program
• Making a Staff Member Inactive
• Adding or Removing Clients from a Staff Member
• Assigning/Unassigning Staff from a Manager
• Assigning Clients to Staff
• What to do When a Staff Member Leaves the Organization